Immediate Past Board Chair
Senior Financial Advisor
Senior Vice President, Investment Officer
Wells Fargo Advisors
J. Sergio Bohon
I am a Financial Advisor at Wells Fargo Advisors. I worked with U.S. Trust, Bank of America Private Wealth Management before joining Wells Fargo Advisors. My experience also includes positions with Morgan Stanley. I hold a Bachelor degree from Cal Poly, Pomona and Masters in Personal Financial Planning from the College of Financial Planning with an emphasis on continuing education. I have also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation from the College for Financial Planning. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Active in the local community, I participate in many civic and community organizations, including The Community Foundation, Mary S Roberts Pet Adoption Center, Riverside County Philharmonic, and Angel Flight West.
As a board member for IECF, I act in a completely separate role from my position as a Financial Advisor at Wells Fargo Advisors.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.